AP
Adam C. Persky
EAGLE STRATEGIES LLC
New Bern, NC 28562
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CRD#: 4668851
AP
Professional summary
Adam Charles Persky is a registered financial advisor currently at EAGLE STRATEGIES LLC located in New Bern, North Carolina and NYLIFE SECURITIES LLC located in New Bern, North Carolina.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Adam has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[CONTRACTED COMMERCIAL PILOT FOR SIGHTSEEING, AERIAL PHOTOGRAPHY, AND FORESTRY SERVICES FIRE PATROL] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [Vandemere United Methodist Church; methodist church finance committee; 3rd and Elm Streets in Vandemere NC; Start Date 01/2015; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Eastern Carolina Aviation Heritage Foundation; This is a non-profit organization that promotes STEM training activities and aviation history for youth in the Craven and Carteret County areas of Eastern NC.; 201 Tourist Center Dr, Havelock, NC 28532; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Civil Air Patrol; Volunteer pilot for civil air patrol. Conducting search and rescue, disaster aid and orientation flights for new members.; Marine Corps Air Station Cherry Point, NC 28533; Start Date 07/2019; Role/Title: Volunteer Pilot; Not Investment Related; 10 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEGACY PRIVATE CLIENT SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW BERN, NC; START DATE: 09/2020] [New Bern Military Alliance; Part of the local chamber of commerce. Supports the relationship of the local military bases with the local community. A non-profit group. ; 316 South Front St, New Bern, NC 28560; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Voting member of the board of directors. Volunteer for activities supporting local military members and their families]
CRS (Client Relationship Summary) - RIA
Click below to view Adam Charles Persky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 19, 2014 - Present
EAGLE STRATEGIES LLC
Office #1: 1315 South Glenburne Rd Suite D18, New Bern, NC 28562RIA
CRD#: 110826
New Bern, NC
Current
October 28, 2010 - Present
NYLIFE SECURITIES LLC
Office #1: 1315 South Glenburne Rd Suite D18, New Bern, NC 28562BD
CRD#: 5167
New Bern, NC
Past
September 16, 2003 - October 13, 2010
JBS LIBERTY SECURITIES, INC.
BD
CRD#: 36179
RALEIGH, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/27/2023)
RR
Connecticut(1/4/2023)
RR
District of Columbia(6/9/2021)
RR
Florida(1/9/2020)
RR
Georgia(10/14/2024)
RR
Maryland(7/15/2015)
RR
Massachusetts(4/7/2021)
RR
New York(1/4/2021)
RR
North Carolina(11/1/2010)
IAR
North Carolina(9/19/2014)
RR
Oklahoma(1/4/2021)
RR
Pennsylvania(11/9/2021)
RR
South Carolina(10/12/2021)
RR
Wyoming(11/13/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
